Robin Desota
Advisor at Palisade Investments, LLC — Zephyr Cove, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Zephyr Cove, NV 89448
Palisade Investments, LLC
Team
Robin Desota is a financial advisor with Palisade Investments, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Palisade Investments since 1998. Palisade Investments offers retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a strategic asset-allocation approach using diversified portfolios of mutual funds and ETFs, providing both discretionary and non-discretionary management across multiple offices.
Based on Palisade Investments, LLC
Based on Palisade Investments, LLC
Negotiated fixed fees possible based on services and assets managed; specific amounts not stated.
0.10% to 2.0% annually (negotiable, can vary by account size and other factors)
Minimum fee: Minimum fees may be imposed on qualified plan clients; specific amounts not stated. Fee-only: Fees are charged as percentage of assets under advisement or fixed fees; no commissions received.
Zephyr Cove, NV
625 Highway 50, Suite 301
Zephyr Cove NV 89448-3049
Advisors at this office
5
California · Nevada · Texas
29 years of industry experience
Palisade Investments
1998 - Present • 28 years
Zephyr Cove, NV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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